6. Survey Customization
Once your survey is ready with all questions and logic, the next step is to enhance its appearance using the available theme options and apply advanced survey settings wherever applicable.
Customize your survey’s design and appearance using a theme. Choose from the available themes or create your own to make your survey more appealing. By default, the survey uses the default theme, but you can change it anytime.
Step 1: Navigate to the survey you want to edit and Click the Theme icon on the left taskbar.
Step 2: Select a theme from the list of default themes or create your own.
Step 3: For selecting a theme, Hover over the theme you want to select, then click the tick mark to choose it, or click the Pencil icon to edit the theme.
To make your survey more interactive and creative, add a theme. Instead of using a preset theme, you can also create your own theme and save it for future use.
Step 1: Click Create Theme to add a new theme.
Step 2: Manage the Background, Fonts, and General setting of the theme builder.
Step 3: Click Save & Apply to add the new theme.
You can customize a default theme by clicking the edit button adjusting the desired features or by creating a new theme.
Background
This option lets you control the background of your theme including the entire survey, survey header, page and questions.
Text
This option lets you change the color of the text of the different part of the survey to further customize it. This includes option for Survey, Header, question text, sub-text, labels, options and errors.
Fonts
This option lets you customize the font for your survey. You can modify the font size and weight for individual text such as questions, labels and answers.
Progress Bar
This option lets you customize the style of the progress bar that shows for the respondent if progress bar is enabled.
Layout
This option lets you modify the survey layout and position of different elements inside the survey. The layout can be adjusted for the survey, the survey header and the buttons.
Response Format
This option lets you include radio buttons for single choice questions and checkboxes for multiple choice questions.
Background Settings
This option lets you add a background image to the survey questionnaire, which can be adjusted for fit and position.
Footer Settings
This option lets you modify the footer image for a survey questionnaire. You can also specify a redirect link to be part of the footer.
SurveyHub allows you to add Custom CSS and access advanced settings to further improve theme customization.
To use Custom CSS
Step 1: For a selected theme, navigate to the Custom Tab.
Step 2: Here, you will be able to add custom CSS to modify different elements of the survey questionnaire.
To access Advanced Settings
Step 1: For an existing or new theme, click the Settings icon as shown in image.
Step 2: On the Advanced Settings page, you will have further customizations that can be added, including:
If you are making a long survey, you can break it into multiple pages by clicking the page break option highlighted in the red box. Breaking the survey into pages allows you to organize it better, making it easier for users to fill the survey.
Alternatively, you can remove a page break by clicking Remove Page Break.
Blocks let you organize a long survey into smaller, logical sections so respondents see questions in grouped chunks instead of one continuous list.
Step 1: Click the Add Block button to add a new block to the survey.
Step 2: Click Split Block to separate a block into two parts.
Step 3: Click Merge Block to combine two blocks into one block.
Step 5: Click the three dots beside a block to either Duplicate or Delete the block.
The introduction block is the first screen respondents see and is used to welcome them, explain the survey, and present any terms or legal agreements before they start answering questions.
To add an Introduction Block
Step 1: At the beginning of the survey builder, click Add Introduction.
Step 2: Customize the introduction text as per your preference. You may also include piped values such as Contact Information for a more personalized introduction by clicking the Piping button.
Step 3: Use the Show Terms and Condition option on the introduction screen to display your terms, privacy notice, or legal agreements before respondents access the first question.
Step 4: You can upload a background image using the Background Image option to create a more engaging and branded welcome experience. Alternatively, you may use a Background Color instead.
The thank you page is the final screen respondents see after submitting the survey and is used to acknowledge completion and optionally promote sharing.
To add a thank you page,
Step 1: Navigate to the bottom of the survey builder and click + Add Thank you Page.
Step 2: You can customize the thank you page text. You may pipe values as per your requirement from Contact Information or Embedded Data by clicking Piping.
Step 3: You can also add your social or website link by clicking Click to add link.
The thank you page also lets you add multiple buttons that redirect to specified links. To do so, follow these instructions:
Step 1: Once Thank You Page is added to your survey, click the Settings icon beside the delete icon.
Step 2: Click + Add Button to insert a button redirect to the thank you page.
Step 3: The following customization is available:
Step 6: Click Save.
The thank you page also provides these following customizations:
For more information, please refer to the Promoter Amplification section under
Logics.
General settings allow you to customize the elements and look and feel of your survey for the respondents. This allows you to configure what the respondent sees on their end, with certain settings allowing for a more accessible or responsive survey.
Step 1: On the survey builder page, click the Settings icon in the left pane.
Step 2: Under Basic, click General to view all the available configurations.
Enabling Question Numbers Survey Setting allows you to put question number before every question, that will be shown to the respondents. This helps your respondents have a count of the questions.
This is how it appears to the respondents if the Question Numbers are enabled.
This is how it appears to the respondents if the Question Numbers are disabled.
Navigation buttons are on the bottom right corner of the screen, and help respondents move through the survey. Use the up arrow button to return to the previous question and the down arrow button to proceed to the next question. You can enable or disable the navigation buttons by accessing Show Navigation buttons.
Exit link is used to place an exit button in each question of the survey. You can disable or enable the option from Survey Setting options. This allows the respondents to exit the survey at any point without having to close the survey manually. You can set the Exit Link URL from the Completion Rule in Advanced Settings.
To navigate to the Exit Link:
1. Click the Settings icon.
2. Select the Basic tab from the survey settings menu.
3. Click General.
4. Toggle on or off the Exit Link functionality as per your preference.
5. Customize the Exit Link by modifying the Exit field.
This is how it appears to respondents if the Exit Link were enabled.
In the Survey, you can create questions that are required, also referred to as Required Questions. You can use asterisks sign to signify that the question is mandatory to answer. Enabling this Survey Setting allows you to put an Asterisk sign with each mandatory question.
This is how it appears to the respondents if the Required Asterisks is enabled.
This is how it appears to the respondents if the Required Asterisks are disabled.
When enabled, the block title is visible to respondents if a title has been configured for that block. This helps respondents clearly identify the different blocks or sections within the survey.
This is how it appears to the respondents if the Show Block Title functionality is enabled.
This is how it appears to the respondents if the Show Block Title functionality is disabled.
Show Previous Button, when enabled, allows you to put the previous button after question that allows respondents to click it and move back to the previous question. The respondents can go back to the previous question and answer again.
This is how it appears to the respondents if the Show Previous Button is enabled.
This is how it appears to the respondents if the Show Previous Button is disabled.
Show Next Button, when enabled, allows you to put the next button at the end of every question that allows respondents to click it and move to the next question after they have answered the current question. This button can be used when you have disabled automatic transition and want your respondents to manually navigate to the next question.
This is how it appears to the respondents if the Show Next Button is enabled.
Display Question Code, when enabled, displays question codes while you build your survey. Question codes are useful when question titles are identical between questions, or when you want to uniquely identify each question.. They can also be used in creating criteria, assigning ticket tags and for other purposesacross the SurveyHub platform.
This is how the survey builder appears if Display Question Code is enabled.
This is how the survey builder appears if Display Question Code is disabled.
The Auto Advance functionality enables a more fluid experience for respondents while taking the survey. It eliminates the need for clicking the Next button after every single question, and once an option is selected for a choice-based question, the survey advances the next question.
This setting is applicable for both one question and multi-question views. This setting may be preferable to enable if you know that majority of your respondents will be taking the survey on their mobile.
Survey Title allows you to add a title to the survey. This helps respondents get a brief idea about what the survey is about. Using this button in the survey setting, you can disable or enable the survey title in the survey.
This is how it appears to the respondents if you have enabled Survey Title from Survey Settings options.
This is how the final survey appears for the respondents if the Survey Title is enabled from the Survey Settings options.
Question Progress (Desktop) allows you to enable or disable the question progress bar for respondents taking the survey on the Desktop. The question progress bar is a status indicator at the button of the survey screen that tells respondents how much progress they have made in the survey based on total questions in the survey.
This is how it appears to the respondents if the Question Progress (Desktop) is enabled.
This is how it appears to the respondents if the Question Progress (Desktop) is disabled.
Question Progress (Mobile/Tab) allows you to enable or disable the question progress bar for respondents taking the survey on Mobile and Tablet. The question progress bar is a status indicator at the button of the survey screen that tells respondents how much progress they have made in the survey based on total questions in the survey.
This is how it appears to the respondents if the Question Progress (Mobile/Tab) is enabled.
One Question View (Desktop) is a feature that allows respondents to see only one question at a time when taking the survey from a desktop. After completing a question, they are taken to the next one. You can enable or disable this feature from Survey Settings. One Question View is especially useful when logic is applied to questions, as the next question depends on previous answers. In such cases, it ensures respondents see only the question that follows their survey path.
This is how it appears to the respondents if the One Question View (Desktop) is enabled.
One Question View (Mobile/Tablet) is a feature that allows respondents to see only one question at a time when taking the survey on a mobile or tablet. After completing a question, they are taken to the next one. You can enable or disable this feature from Survey Settings. One Question View is especially useful when logic is applied to questions, as the next question depends on previous answers. In such cases, it ensures respondents see only the question that follows their survey path.
This is how it appears to the respondents if the One Question View (Mobile/Tab) is enabled.
The steps to add a logo to the survey are as follows:
Step 1: Go to the top of the survey page and click the Add Logo button.
Step 2: Select the image from your device.
3. Click Save.